Key Investment Services LLC
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About this Advisor
Richard Levy is a financial advisor working in Lebanon, Indiana. Levy currently works for Key Investment Services LLC. Levy has gained experience at Metlife Securities Inc, Mml Investors Services, LLC, Massmutual Life Insurance Co, Key Investment Services LLC and Keybank. Levy holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Indiana. Key Investment Services LLC is a registered investment company that has its headquarters in Cleveland, OH. The investment advisory business has offices in 14 locations and a total of 1,062 employees. It manages $3 billion in total assets across its 23,518 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 93 charitable organizations. Of its 23,518 accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a set of services, including portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely vary depending on the type of financial services provided. Fees billed by Key Investment Services LLC typically consist of asset-based fees.
Certifications and Registrations
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Key Investment Services LLC Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Richard Levy Work History
Richard has been registered as a financial advisor for 0 years.*
Key Investment Services LLC
Mml Investors Services, LLC
Massmutual Life Insurance Co
Metlife Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Richard Levy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Key Investment Services LLC
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